[Jones Records] Kebob Menu
Within the Kebob menu, you can take the following actions:
Note: This list of Kebob items will look different based on different user roles.
Read-only users will not be able to see the Kebob button at all on records.
Edit a record
- Only Admins, Compliance Managers, and Inviter User Roles can edit records. Tenant users on The Tenant-Vendors Solution can also edit records.
- Company Name, Primary Email, and first name fields are required to save the record. The rest of the fields are optional.
- Users can add in up to 4 additional contacts.
- External Record ID, see: [Jones Records] External Record ID
- Phone Number, see: [Jones Records] View Phone Number
- Note that the address is important in relation to [360 Card] The Jones Network
- The Start and End Dates are relevant to [Jones Records] Vendor Status
Download Vendor/Tenant Report
See [How to] Download Vendor/Tenant Report
Mute Notifications
See [How to Turn On] Mute Email Notifications
Archive
Change Requirements
Only Admins, Compliance Managers, and Inviter roles can change requirements.
Jones users with the above user roles can select a different requirement, and then the record will go into "Under Review" and be audited against the new requirements.
Delete
Only Admin and Compliance Manager User Roles can delete records.
By deleting the record, it is deleted permanently. Technically, the Jones Product Team can restore deleted records, but this should not be communicated freely to customers (we should only be restoring deleted records in emergency situations for customers). Also, if a user deletes a global record it will only be deleted on their account, it will not be deleted across the entire Jones Network.